-81.8%
TMF vs UEC
+765.9%
-847.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.1% | -10.0% | +0.7% |
| 7D | +0.6% | +1.5% | -0.9% | +0.8% |
| 30D | +16.3% | -17.1% | +33.4% | +15.2% |
| 3M | -2.7% | -32.3% | +29.6% | -4.7% |
| 6M | -13.2% | -49.7% | +36.6% | -16.3% |
| YTD | -16.7% | -34.8% | +18.1% | -17.6% |
| 1Y | -22.7% | -37.5% | +14.8% | -23.6% |
| 3Y | -26.1% | +37.1% | -63.1% | -19.5% |
| 5Y | -88.4% | +44.3% | -132.7% | -86.5% |
| 10Y | -81.8% | +737.4% | -819.2% | -69.6% |
| All | -81.8% | +765.9% | -847.7% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling